ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
119 hedge funds and large institutions have $550M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 17 reducing their positions, and 8 closing their positions.
259% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 17
225% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 8
14% more funds holding
Funds holding: 104 → 119 (+15)
13% more capital invested
Capital invested by funds: $485M → $550M (+$64.6M)
0.92% less ownership
Funds ownership: 64.64% → 63.72% (-0.92%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.2M |
| 2 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
+$12.6M |
| 3 |
Morgan Stanley
New York
|
+$11.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.85M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$4.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.16M |
| 2 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$3.43M |
| 3 |
NCFG
New Century Financial Group
Princeton,
New Jersey
|
-$2.53M |
| 4 |
KDA
Kraft Davis & Associates
St. Louis,
Missouri
|
-$2.11M |
| 5 |
BI
Berkeley Inc
Boise,
Idaho
|
-$1.72M |
OUSM Hedge Fund Activity: Q4 2024 in Review
119 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q4 2024, worth a combined $550M — up 13% from $485M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new OUSM positions and 8 closed out — a net gain of 18 holders — while 61 added to existing stakes and 17 trimmed.
The largest buyer was Ameriprise, adding an estimated $24.2M. The largest seller was Bank of America, cutting an estimated $6.16M.
- 119 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q4 2024, up from 104 in Q3 2024.
- Funds reported $550M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 26 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q4 2024 and 8 closed out, a net change of +18 holders.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q4 2024 was Ameriprise, an estimated $24.2M added.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q4 2024 was Bank of America, an estimated $6.16M sold.
Based on aggregated 13F filings for Q4 2024.